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Center for Financial Planning’s Waters Corp WAT Stock Holding History

Center for Financial Planning’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15
Closed -$4K – 546
2021
Q1 		$4K Hold
15
– – ﹤0.01% 467
2020
Q4 		$4K Hold
15
– – ﹤0.01% 411
2020
Q3 		$3K Hold
15
– – ﹤0.01% 398
2020
Q2 		$3K Sell
15
-23
-61% -$4.35K ﹤0.01% 402
2020
Q1 		$7K Buy
38
+23
+153% +$4.85K ﹤0.01% 379
2019
Q4 		$4K Buy
+15
New +$3.31K ﹤0.01% 392

Other funds holding WAT

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Center for Financial Planning's WAT Position: Q2 2021 in Review

Center for Financial Planning sold out of Waters Corp (WAT) in Q2 2021, closing a stake of 15 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in WAT in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q1 2020. 634 funds tracked by Wall St. Rank hold WAT as of Q2 2021.

  • Center for Financial Planning reported no remaining Waters Corp position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 15 Waters Corp shares in Q2 2021, an estimated $4K.
  • Center for Financial Planning first reported a position in Waters Corp in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Waters Corp position peaked at $7K in Q1 2020.
  • 634 funds tracked by Wall St. Rank held Waters Corp as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.